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Schwab High Yield Bond ETF

117 hedge funds and large institutions have $155M invested in Schwab High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more funds holding

Funds holding: 87117 (+30)

31% more capital invested

Capital invested by funds: $119M → $155M (+$36.4M)

0.5% more ownership

Funds ownership: 7.23%7.73% (+0.5%)

Holders
117
Holders Change
+30
Holders Change %
+34.48%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
41
Increased
42
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$30.3M -$12.4M -467,402 -29%
CE
2
Cornerstone Enterprises
Wisconsin
$15.4M +$15.4M +582,491 New
CST
3
Charles Schwab Trust
Nevada
$11.5M +$372K +14,057 +3%
DC
4
Dahring Cusmano
Michigan
$8.54M +$1.18M +44,411 +16%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$6.51M +$3.81M +144,050 +141%
SFP
6
Strategic Financial Planning
Texas
$6.28M +$234K +8,828 +4%
BAS
7
Breakthru Advisory Services
Wisconsin
$6.06M +$691K +26,108 +13%
LAM
8
L2 Asset Management
Massachusetts
$6.06M +$186K +7,030 +3%
CWMS
9
CFG Wealth Management Services
Indiana
$5.85M +$5.86M +221,503 New
PWA
10
Principia Wealth Advisory
Texas
$4.38M +$1.26M +47,515 +40%
GS
11
GTS Securities
New York
$3.84M +$3.85M +145,343 New
SF
12
Summit Financial
New Jersey
$3.45M +$3.46M +130,589 New
BCI
13
Brinker Capital Investments
Pennsylvania
$3.27M +$56.1K +2,119 +2%
OA
14
Oasis Advisors
Iowa
$3.05M +$3.05M +115,338 New
MWM
15
MFG Wealth Management
Indiana
$2.37M -$3.18K -120 -0.1%
JSL
16
JT Stratford LLC
Georgia
$2.31M +$477K +18,018 +26%
HI
17
Harbour Investments
Wisconsin
$2M +$1.17M +44,353 +141%
MAM
18
MMA Asset Management
Pennsylvania
$1.99M +$94.6K +3,576 +5%
EFG
19
Elm3 Financial Group
Georgia
$1.68M +$1.69M +63,726 New
Bank of America
20
Bank of America
North Carolina
$1.65M +$98.1K +3,707 +6%
WIA
21
World Investment Advisors
California
$1.59M +$176K +6,642 +12%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.52M +$1.53M +57,619 New
Northern Trust
23
Northern Trust
Illinois
$1.3M +$1.3M +49,092 New
FA
24
FF Advisors
California
$1.16M +$1.16M +43,754 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.01M +$64.2K +2,424 +7%

SCYB Hedge Fund Activity: Q4 2025 in Review

117 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Schwab High Yield Bond ETF (SCYB) for Q4 2025, worth a combined $155M — up 31% from $119M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCYB positions and 10 closed out — a net gain of 31 holders — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Cornerstone Enterprises, opening a new position worth an estimated $15.4M. The largest seller was Tidal Investments, cutting an estimated $12.4M.

  • 117 institutional investors held Schwab High Yield Bond ETF (SCYB) as of Q4 2025, up from 87 in Q3 2025.
  • Funds reported $155M of Schwab High Yield Bond ETF stock for Q4 2025, up 31% quarter-over-quarter.
  • 41 funds opened new Schwab High Yield Bond ETF positions in Q4 2025 and 10 closed out, a net change of +31 holders.
  • The largest Schwab High Yield Bond ETF buyer in Q4 2025 was Cornerstone Enterprises, an estimated $15.4M added.
  • The largest Schwab High Yield Bond ETF seller in Q4 2025 was Tidal Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2025.